Requests to Approve

List of requests to approve for the user. From the list, you can view attachments, open an invoice, approve, or reject an invoice.

Invoice

Name	Description
To Approve	Invoice number that is pending approval by the user.
Breakdown	Contains the vendor name and invoice amount.
Comment	Shows whether a comment is registered on the invoice.
Sender ID	User ID of the sender of the approval request.
Due Date	Due date of the invoice that is pending approval by the user.
Amount (LCY)	Amount (LCY) of the invoice that is pending approval by the user.
Approval Group	Approval group registered on the invoice that is pending approval by the user.
Previously Rejected?	If this field is selected, the invoice has previously been rejected.
Rejected By	User ID of the person who previously rejected the invoice.
Rejection Comment	Comment that the rejecter registered on the invoice when rejecting it.

Lines

Name	Description
Type	Is either G/L Account, Item, Fixed Asset, or Charge (Item).
No.	Number of the account or item.
Approval Group	Approval group registered on the line.
Line Approval Status	Status of the line approval. Can be Open, Pending Approval, or Released.
Description/Comment	Description of the item or account on the line.
Location Code	Location code on the line.
Quantity	Quantity on the line.
Unit of Measure	Unit of measure on the line.
Direct Unit Cost Excl. VAT	Purchase price excluding VAT on the line.
Line Discount %	Line discount percentage on the line.
Line Amount Excl. VAT	Line amount excluding VAT on the line.
Qty. to Assign	Only used for charge (item).
Qty. Assigned	Only used for charge (item).
Department/Project Code (and more)	Dimension codes on the line, depending on which dimensions are used in the system.

Incoming Document File:

Here you can see the attachment for the invoice that is pending approval.

Actions on the Invoice

Action	Description
Approve	Approves the invoice. The status changes to "Released" if the approver is the last approver in the group.
Reject	Rejects the invoice. If Approvals setup requires the user to enter a comment when rejecting, a comment window appears.
Open Entry	Opens the purchase invoice. See more details here.
Delegate	The action delegates the invoice to another approver. See more details here.

Actions on the Line

Action	Description
Approve	Approves the invoice line. The status changes to "Approved" on the line if the approver is the last approver in the group.
Reject	Rejects the invoice line. If Approvals setup requires the user to enter a comment when rejecting, a comment window appears. The status then changes to "Open" on the line.
Delegate	Delegates the invoice line to another approver.